Ian May
@ianmay
I'm transitioning into supply chain operations through data-driven client management, compliance, and workflow optimization.
What I'm looking for
At Phillip Securities, I design interactive client events and feedback loops that improved engagement and generated 20% new-client acquisition leads. Previously at Manulife Financial Advisers, I onboarded 50 new accounts over two years through needs-based analysis, Excel reporting, and structured onboarding workflows.
I've also optimized CRM pipelines at Yangon Bookings using Salesforce, HubSpot, dashboards, automation, and social analytics, increasing client acquisition by 20%. My operational foundation includes database administration, Microsoft NAV, logistics coordination, and maintaining 99% data integrity with zero-error statutory compliance records at Absolute Kinetics Consultancy.
Experience
Work history, roles, and key accomplishments
Wealth Manager
Phillip Securities Pte Ltd
Aug 2024 - Present (2 years 1 month)
Designed and ran a scalable, interactive event and communication framework to strengthen client-advisor relationships, capture high-quality customer feedback, and expand the team's client acquisition pipeline. Consistently hosted events on market and policy updates, improving client engagement and generating 20% new client acquisition leads.
Education
Degrees, certifications, and relevant coursework
Loughborough University
Diploma of Higher Studies, Business Studies with Banking and Finance
Completed a Diploma of Higher Studies in Business Studies with Banking and Finance.
PSB Academy
Diploma, Business Administration
Completed a Diploma in Business Administration.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
Skills
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